Marketing and social media can be work-intensive, especially if you’re handling it on top of all the other demands of a busy wholesale insurance brokerage. But even as a smaller company, you can set up some automated processes to make it easier. Here are a few things you can easily automate—that may generate outstanding returns.
Your social media posts. You can use a tool like Hootsuite to set up tweets and posts for a broad variety of social media platforms in advance. You can also use these tools to monitor your mentions and interactions on a lot of different platforms—so you don’t have to log in to each one separately to be part of the conversation.
Your email newsletters and email marketing communications. If you’re sending email newsletters out, you can develop several issues in advance and set them up to go out ahead of time. A tool like MailChimp makes it easy to both design and schedule newsletters and marketing emails.
Your follow-up emails. Following up on a lead is a time-consuming process and requires a lot of persistence and planning. However, you can do a lot of this work ahead of time. Develop a series of emails to follow up with leads at different points, with messages relevant to your customer engagement cycle. Use a tool such as YesWare or Rebump to schedule a series of follow-up emails to engage and start a conversation with your leads.
Customer birthday and holiday cards. You can use a service such as SendOutCards to develop and automate birthday, holiday, and anniversary cards for the people you work with. Some services will even allow you to send gifts on an automated basis. This is a great way to build rapport and cement professional connections with a personal touch.
Blog posts. Blogging can be time-consuming, and maintaining a regular blog posting schedule can be difficult. However, WordPress and other blogging platforms let you upload your posts in draft form and set them to post whenever you want. Instead of remembering to post on a set schedule, you can save yourself the hassle by uploading a number of posts ahead of time.
Marketing and social media automation strategies can be complex or integrated, or they can be fairly simple. These methods for automating basic marketing and communications tasks can simplify the process considerably—and they are easy enough for anyone to do. Start here, and you should be able to improve the consistency and regularity of your marketing outreach.